How to use estate planning to secure your future.
Posted On: October 13, 2021 by First Option Bank in: Financial Wellness, Trust Services
Anyone with assets, dependents, or specific wishes for how they want to be taken care of in old age should consider estate planning. Putting off these decisions can cause unnecessary stress during what is already a difficult time for your loved ones.
Learn how to start planning, with insights around:
Why you should consider an estate planning strategy The differences between wills and trusts and the different options available Considerations that should be discussed during...
Estate Planning Education
Posted On: October 21, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services
Anyone with assets, dependents, or specific wishes for how they want to be taken care of in old age should consider estate planning. Putting off these decisions can cause unnecessary stress during what is already a difficult time for your loved ones.
Learn how to start planning, with insights around:
Why you should consider an estate planning strategy
The differences between wills and trusts and the different options available
Considerations that should be discussed during the estate...
Read More